Personnel Advisor Services

Choosing a Financial Advisor

We will help you take control of things that matter most in your life.

Services

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Financial Coaching - For Couples

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Financial Literacy @ Workspace

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Financial Coaching - For NRI

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Financial Coaching - For Professionals

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Financial Coaching - For Youngsters

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Financial Coaching - For Women

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About us

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Our Skills

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Financial Planner

Mortgage Advisor

Investment Advisor

Pension Advisor

Life Insurance

Property Insurance

Why Choose Us?

43% of employees have evaluated their life insurance needs within the last 12 months (consistent with 46% in 2014 and 43% in 2013). More Baby Boomers (55%) have evaluated their life insurance needs as compared to Gen X and Gen Y (39% and 35% respectively).

54% of employees indicate that they are covered by disability insurance (consistent with 53% in 2014 and 50% in 2013). While more than half of Baby Boomers and Gen X are covered (59% and 55% respectively), fewer Gen Y employees (44%) indicate that they have disability insurance coverage.

38% of employees have evaluated their property insurance needs within the past 12 months (43% in 2014 and 45% in 2013). While more than half of Baby Boomers have evaluated their property insurance needs (53%), only 34% of Gen X and 24% of Gen Y employees have done so.

We Provide Best Services

There are lots of reasons why people need advice from a financial adviser but there are also lots of different types of adviser, so it pays to know who to go to and when

Financial Planner

We will work through the process to identify your needs, goals and strategy, and put your plan into action

Mortgage Advisor

We’ll give you independent advice and help you search over thousands of mortgages to find the right deal for you

Investment Advisor

Our professionals will provide you with independent and custom-tailored investment analysis and advice

Pension Advisor

We will be happy to give you information and guidance on occupational or private pension arrangement.

Business Loans & Finance

We’ll give you independent advice and help you search over thousands of Business Loans & Finance to find the right deal for your Business

Personal Loans

We’ll give you independent advice and help you search over thousands of Personal Loans to find the right deal for you.

WHAT OUR CUSTOMERS SAY

We are humbled to share few words from our valued customers.

Sharath is the only person I know, who understands the power of money multiplication. The earlier discussions in our connection were embarrassing (for me), an eye opener and certainly came with a wealth of knowledge. Many months down, Sharath has shown me financial light in more ways than one.

Sharath is an amazing person and its great to be his client and a friend in person. He provides a very honest with his advice and is very high on integrity. He educates his clients on Financial literacy and he works personally with them addressing their issues on personal finances, inturn making their financial dreams to come true.

I first got to know about Sharath & FWM couple of years back, when I found one of his detailed flyers on the importance of financial planning in my mailbox. As someone who then believed only in realty-based investing, I was very skeptical but still curious about what Sharath had to offer and decided to meet with him. Now, that meeting completely changed the way I looked at my personal finances.

Kaushik Saiprasad, Design Manager at Intel Technology

Your Money Advice Blog

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